AI automation for insurance agencies — follow up on every lead, never miss a renewal.

We integrate with Applied Epic, HawkSoft, Vertafore AMS360, Jenesis, GoHighLevel, Salesforce, and most CRMs that have an API. If you use a different system, ask us — we've likely integrated it before.

Our voice agents are designed to qualify, gather information, and route — not to provide coverage advice. They collect the data your producers need, so your licensed staff handles the advice and selling.

We build a multi-touch sequence — typically starting 90 days out — with automated calls, texts, and emails at strategic intervals. Each message is personalized with the client's policy type, renewal date, and agent name.

Most agencies see ROI within 30–60 days. The clearest wins are in lapse reduction (each prevented lapse is worth its annual premium) and lead conversion improvement (answering in 60 seconds vs. hours is worth 5–10% more closed business).

Client intake automation handles it. Digital intake forms capture the underwriting data your producers need and push it straight into Applied Epic, HawkSoft, Vertafore AMS360, Jenesis, GoHighLevel, or Salesforce, so nothing is rekeyed by hand. The AI voice agent does the same job on the phone — it qualifies the caller, gathers the information, and routes it — leaving coverage advice and selling to your licensed staff.

Every new quote request gets a personalized response within 60 seconds, by phone, SMS, or email, around the clock — before a competitor calls back. The follow-up then keeps running on its own: renewal sequences start 90 days before expiration, lapsed policyholders get automated re-engagement outreach, and cross-sell campaigns work the existing book in the background. Agencies typically see lapse rates fall 25–40% and three times as many renewals worked without adding headcount.